Civic Intelligence

Bartlett LLP

Plan context: Bartlett LLP 401(K) Profit Sharing Plan

EIN 11-3091901 • Melville, NY • 44 filings • 13 plans

3 Huntington Quadrangle, Suite 304SMelville, NY 11747
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$9,070,335

2024 Contributions

$483,443

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,902,688$4,951,344$0199920132024YearValue
$9,070,335Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

100500199920122024YearValue
40Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024340$9,070,335$483,443$12,086iApproximate average salary by contribution assumption: employee only about $302,152 at 4% or $201,435 at 6%; with 50% employer match about $201,435 at 4% or $134,290 at 6%; with 100% employer match about $151,076 at 4% or $100,717 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-40$7,707,494$483,443$12,086iApproximate average salary by contribution assumption: employee only about $302,152 at 4% or $201,435 at 6%; with 50% employer match about $201,435 at 4% or $134,290 at 6%; with 100% employer match about $151,076 at 4% or $100,717 at 6%.
Bartlett LLP Profit Sharing Plan-36$704,382--
BARTLETT, LLP CASH BALANCE PLAN-25$658,459--
2023343$8,610,123$435,701$10,133iApproximate average salary by contribution assumption: employee only about $253,315 at 4% or $168,876 at 6%; with 50% employer match about $168,876 at 4% or $112,584 at 6%; with 100% employer match about $126,657 at 4% or $84,438 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-43$7,388,131$435,701$10,133iApproximate average salary by contribution assumption: employee only about $253,315 at 4% or $168,876 at 6%; with 50% employer match about $168,876 at 4% or $112,584 at 6%; with 100% employer match about $126,657 at 4% or $84,438 at 6%.
Bartlett LLP Profit Sharing Plan-38$615,389--
BARTLETT, LLP CASH BALANCE PLAN-25$606,603--
2022343$7,278,091$281,942$6,557iApproximate average salary by contribution assumption: employee only about $163,920 at 4% or $109,280 at 6%; with 50% employer match about $109,280 at 4% or $72,853 at 6%; with 100% employer match about $81,960 at 4% or $54,640 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-43$6,189,613$397,217$9,238iApproximate average salary by contribution assumption: employee only about $230,940 at 4% or $153,960 at 6%; with 50% employer match about $153,960 at 4% or $102,640 at 6%; with 100% employer match about $115,470 at 4% or $76,980 at 6%.
BARTLETT LLP CASH BALANCE PLAN-26$545,998-$115,275-
Bartlett LLP Profit Sharing Plan-41$542,480$0-
2021342$9,609,047$378,562$9,013iApproximate average salary by contribution assumption: employee only about $225,335 at 4% or $150,223 at 6%; with 50% employer match about $150,223 at 4% or $100,149 at 6%; with 100% employer match about $112,667 at 4% or $75,112 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-42$7,753,867$378,562$9,013iApproximate average salary by contribution assumption: employee only about $225,335 at 4% or $150,223 at 6%; with 50% employer match about $150,223 at 4% or $100,149 at 6%; with 100% employer match about $112,667 at 4% or $75,112 at 6%.
BARTLETT LLP CASH BALANCE PLAN-28$941,847$0-
Bartlett LLP Profit Sharing Plan-33$913,333$0-
2020350$9,666,683$424,116$8,482iApproximate average salary by contribution assumption: employee only about $212,058 at 4% or $141,372 at 6%; with 50% employer match about $141,372 at 4% or $94,248 at 6%; with 100% employer match about $106,029 at 4% or $70,686 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-50$7,910,169$424,116$8,482iApproximate average salary by contribution assumption: employee only about $212,058 at 4% or $141,372 at 6%; with 50% employer match about $141,372 at 4% or $94,248 at 6%; with 100% employer match about $106,029 at 4% or $70,686 at 6%.
BARTLETT LLP CASH BALANCE PLAN-49$911,659$0-
Bartlett LLP Profit Sharing Plan-40$844,855$0-
2019353$9,505,812$1,014,552$19,142iApproximate average salary by contribution assumption: employee only about $478,562 at 4% or $319,042 at 6%; with 50% employer match about $319,042 at 4% or $212,694 at 6%; with 100% employer match about $239,281 at 4% or $159,521 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-48$7,887,063$564,611$11,763iApproximate average salary by contribution assumption: employee only about $294,068 at 4% or $196,045 at 6%; with 50% employer match about $196,045 at 4% or $130,697 at 6%; with 100% employer match about $147,034 at 4% or $98,023 at 6%.
BARTLETT LLP CASH BALANCE PLAN-44$852,788$281,800$6,405iApproximate average salary by contribution assumption: employee only about $160,114 at 4% or $106,742 at 6%; with 50% employer match about $106,742 at 4% or $71,162 at 6%; with 100% employer match about $80,057 at 4% or $53,371 at 6%.
Bartlett LLP Profit Sharing Plan-53$765,961$168,141$3,172iApproximate average salary by contribution assumption: employee only about $79,312 at 4% or $52,875 at 6%; with 50% employer match about $52,875 at 4% or $35,250 at 6%; with 100% employer match about $39,656 at 4% or $26,437 at 6%.
2018372$8,560,325$1,018,696$14,149iApproximate average salary by contribution assumption: employee only about $353,714 at 4% or $235,809 at 6%; with 50% employer match about $235,809 at 4% or $157,206 at 6%; with 100% employer match about $176,857 at 4% or $117,905 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-54$7,511,695$718,847$13,312iApproximate average salary by contribution assumption: employee only about $332,800 at 4% or $221,866 at 6%; with 50% employer match about $221,866 at 4% or $147,911 at 6%; with 100% employer match about $166,400 at 4% or $110,933 at 6%.
Bartlett LLP Profit Sharing Plan-72$527,744$190,749$2,649iApproximate average salary by contribution assumption: employee only about $66,232 at 4% or $44,155 at 6%; with 50% employer match about $44,155 at 4% or $29,437 at 6%; with 100% employer match about $33,116 at 4% or $22,077 at 6%.
BARTLETT LLP CASH BALANCE PLAN-55$520,886$109,100$1,984iApproximate average salary by contribution assumption: employee only about $49,591 at 4% or $33,061 at 6%; with 50% employer match about $33,061 at 4% or $22,040 at 6%; with 100% employer match about $24,795 at 4% or $16,530 at 6%.
2017364$9,902,688$1,044,964$16,328iApproximate average salary by contribution assumption: employee only about $408,189 at 4% or $272,126 at 6%; with 50% employer match about $272,126 at 4% or $181,417 at 6%; with 100% employer match about $204,095 at 4% or $136,063 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-53$9,100,727$630,446$11,895iApproximate average salary by contribution assumption: employee only about $297,380 at 4% or $198,253 at 6%; with 50% employer match about $198,253 at 4% or $132,169 at 6%; with 100% employer match about $148,690 at 4% or $99,127 at 6%.
BARTLETT LLP CASH BALANCE PLAN-50$433,176$223,400$4,468iApproximate average salary by contribution assumption: employee only about $111,700 at 4% or $74,467 at 6%; with 50% employer match about $74,467 at 4% or $49,644 at 6%; with 100% employer match about $55,850 at 4% or $37,233 at 6%.
Bartlett LLP Profit Sharing Plan-64$368,785$191,118$2,986iApproximate average salary by contribution assumption: employee only about $74,655 at 4% or $49,770 at 6%; with 50% employer match about $49,770 at 4% or $33,180 at 6%; with 100% employer match about $37,328 at 4% or $24,885 at 6%.
2016353$8,990,348$846,764$15,977iApproximate average salary by contribution assumption: employee only about $399,417 at 4% or $266,278 at 6%; with 50% employer match about $266,278 at 4% or $177,519 at 6%; with 100% employer match about $199,708 at 4% or $133,139 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-53$8,604,359$460,775$8,694iApproximate average salary by contribution assumption: employee only about $217,347 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,599 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%.
BARTLETT, MCDONOUGH & MONAGHAN, LLP CASH BALANCE PLAN-49$208,989$208,989$4,265iApproximate average salary by contribution assumption: employee only about $106,627 at 4% or $71,085 at 6%; with 50% employer match about $71,085 at 4% or $47,390 at 6%; with 100% employer match about $53,314 at 4% or $35,542 at 6%.
Bartlett LLP Profit Sharing Plan-51$177,000$177,000$3,471iApproximate average salary by contribution assumption: employee only about $86,765 at 4% or $57,843 at 6%; with 50% employer match about $57,843 at 4% or $38,562 at 6%; with 100% employer match about $43,382 at 4% or $28,922 at 6%.
2015149$8,292,522$445,102$9,084iApproximate average salary by contribution assumption: employee only about $227,093 at 4% or $151,395 at 6%; with 50% employer match about $151,395 at 4% or $100,930 at 6%; with 100% employer match about $113,546 at 4% or $75,698 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-49$8,292,522$445,102$9,084iApproximate average salary by contribution assumption: employee only about $227,093 at 4% or $151,395 at 6%; with 50% employer match about $151,395 at 4% or $100,930 at 6%; with 100% employer match about $113,546 at 4% or $75,698 at 6%.
2014156$9,583,227$1,315,048$23,483iApproximate average salary by contribution assumption: employee only about $587,075 at 4% or $391,383 at 6%; with 50% employer match about $391,383 at 4% or $260,922 at 6%; with 100% employer match about $293,538 at 4% or $195,692 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-56$9,583,227$1,315,048$23,483iApproximate average salary by contribution assumption: employee only about $587,075 at 4% or $391,383 at 6%; with 50% employer match about $391,383 at 4% or $260,922 at 6%; with 100% employer match about $293,538 at 4% or $195,692 at 6%.
2013159$8,769,534$548,435$9,296iApproximate average salary by contribution assumption: employee only about $232,388 at 4% or $154,925 at 6%; with 50% employer match about $154,925 at 4% or $103,283 at 6%; with 100% employer match about $116,194 at 4% or $77,463 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-59$8,769,534$548,435$9,296iApproximate average salary by contribution assumption: employee only about $232,388 at 4% or $154,925 at 6%; with 50% employer match about $154,925 at 4% or $103,283 at 6%; with 100% employer match about $116,194 at 4% or $77,463 at 6%.
2012163$7,649,033$975,586$15,485iApproximate average salary by contribution assumption: employee only about $387,137 at 4% or $258,092 at 6%; with 50% employer match about $258,092 at 4% or $172,061 at 6%; with 100% employer match about $193,569 at 4% or $129,046 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-63$7,649,033$975,586$15,485iApproximate average salary by contribution assumption: employee only about $387,137 at 4% or $258,092 at 6%; with 50% employer match about $258,092 at 4% or $172,061 at 6%; with 100% employer match about $193,569 at 4% or $129,046 at 6%.
2011172$7,447,116$656,762$9,122iApproximate average salary by contribution assumption: employee only about $228,042 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-72$7,447,116$656,762$9,122iApproximate average salary by contribution assumption: employee only about $228,042 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
2010171$7,192,979$638,291$8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,834 at 6%; with 50% employer match about $149,834 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-71$7,192,979$638,291$8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,834 at 6%; with 50% employer match about $149,834 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%.
2009196$5,943,488$680,245$7,086iApproximate average salary by contribution assumption: employee only about $177,147 at 4% or $118,098 at 6%; with 50% employer match about $118,098 at 4% or $78,732 at 6%; with 100% employer match about $88,574 at 4% or $59,049 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-96$5,943,488$680,245$7,086iApproximate average salary by contribution assumption: employee only about $177,147 at 4% or $118,098 at 6%; with 50% employer match about $118,098 at 4% or $78,732 at 6%; with 100% employer match about $88,574 at 4% or $59,049 at 6%.
2008190$4,389,978$573,120$6,368iApproximate average salary by contribution assumption: employee only about $159,200 at 4% or $106,133 at 6%; with 50% employer match about $106,133 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-90$4,389,978$573,120$6,368iApproximate average salary by contribution assumption: employee only about $159,200 at 4% or $106,133 at 6%; with 50% employer match about $106,133 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%.
2007189$0$0-
Bartlett LLP 401(K) Profit Sharing Plan-89---
2006187$4,516,029$524,980$6,034iApproximate average salary by contribution assumption: employee only about $150,856 at 4% or $100,571 at 6%; with 50% employer match about $100,571 at 4% or $67,047 at 6%; with 100% employer match about $75,428 at 4% or $50,285 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-87$4,516,029$524,980$6,034iApproximate average salary by contribution assumption: employee only about $150,856 at 4% or $100,571 at 6%; with 50% employer match about $100,571 at 4% or $67,047 at 6%; with 100% employer match about $75,428 at 4% or $50,285 at 6%.
2005183$3,804,101$469,646$5,658iApproximate average salary by contribution assumption: employee only about $141,460 at 4% or $94,306 at 6%; with 50% employer match about $94,306 at 4% or $62,871 at 6%; with 100% employer match about $70,730 at 4% or $47,153 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-83$3,804,101$469,646$5,658iApproximate average salary by contribution assumption: employee only about $141,460 at 4% or $94,306 at 6%; with 50% employer match about $94,306 at 4% or $62,871 at 6%; with 100% employer match about $70,730 at 4% or $47,153 at 6%.
2004183$3,391,518$453,077$5,459iApproximate average salary by contribution assumption: employee only about $136,469 at 4% or $90,979 at 6%; with 50% employer match about $90,979 at 4% or $60,653 at 6%; with 100% employer match about $68,234 at 4% or $45,490 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-83$3,391,518$453,077$5,459iApproximate average salary by contribution assumption: employee only about $136,469 at 4% or $90,979 at 6%; with 50% employer match about $90,979 at 4% or $60,653 at 6%; with 100% employer match about $68,234 at 4% or $45,490 at 6%.
2003188$2,786,000$476,331$5,413iApproximate average salary by contribution assumption: employee only about $135,321 at 4% or $90,214 at 6%; with 50% employer match about $90,214 at 4% or $60,143 at 6%; with 100% employer match about $67,661 at 4% or $45,107 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-88$2,786,000$476,331$5,413iApproximate average salary by contribution assumption: employee only about $135,321 at 4% or $90,214 at 6%; with 50% employer match about $90,214 at 4% or $60,143 at 6%; with 100% employer match about $67,661 at 4% or $45,107 at 6%.
2002185$2,163,545$391,227$4,603iApproximate average salary by contribution assumption: employee only about $115,067 at 4% or $76,711 at 6%; with 50% employer match about $76,711 at 4% or $51,141 at 6%; with 100% employer match about $57,533 at 4% or $38,356 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-85$2,163,545$391,227$4,603iApproximate average salary by contribution assumption: employee only about $115,067 at 4% or $76,711 at 6%; with 50% employer match about $76,711 at 4% or $51,141 at 6%; with 100% employer match about $57,533 at 4% or $38,356 at 6%.
2001181$0$0-
Bartlett LLP 401(K) Profit Sharing Plan-81---
2000188$2,276,165$360,306$4,094iApproximate average salary by contribution assumption: employee only about $102,360 at 4% or $68,240 at 6%; with 50% employer match about $68,240 at 4% or $45,493 at 6%; with 100% employer match about $51,180 at 4% or $34,120 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-88$2,276,165$360,306$4,094iApproximate average salary by contribution assumption: employee only about $102,360 at 4% or $68,240 at 6%; with 50% employer match about $68,240 at 4% or $45,493 at 6%; with 100% employer match about $51,180 at 4% or $34,120 at 6%.
19991100$2,275,021$413,528$4,135iApproximate average salary by contribution assumption: employee only about $103,382 at 4% or $68,921 at 6%; with 50% employer match about $68,921 at 4% or $45,948 at 6%; with 100% employer match about $51,691 at 4% or $34,461 at 6%.
Bartlett LLP 401(K) Profit Sharing Plan-100$2,275,021$413,528$4,135iApproximate average salary by contribution assumption: employee only about $103,382 at 4% or $68,921 at 6%; with 50% employer match about $68,921 at 4% or $45,948 at 6%; with 100% employer match about $51,691 at 4% or $34,461 at 6%.